Buska-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "T", null, "CLM", "PDI", null, "EVF", null, "GOF", null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "IVW", null, null, "OXLC", null, null, "MSFT", "VGIT", null, null, "VGSH", "IVV", "UNH", "AAPL", null, "NVDA", null, null, "SPYG", null, "VCIT", "VIG", "VYM", null, "TT", "WEC", "WM", null, "VYMI", null, "VOO", "VTV", "XEL", "SCHD", "CVX", "KO", "QQQ", "XOM", "XLK", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-09
- Total Holdings
- 64
- Total Value
- 319107424
- Accession Number
- 0001910503-25-000008
- Form Type
- 13F-HR
- Manager Name
- Buska-Wealth-Management
Data Enrichment
50% identified32 identified32 unidentified
Holdings
64 positions • $319.1M total value
Manager:
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Page 4 of 4
Shares:16.5K
Value:$122.7K
% of Portfolio:0.0% ($122.7K/$319.1M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 3.6K | All Managers (Combined) | $214.0K | 0.1% ($214.0K/$319.1M) | |||
CHEVRON CORP(CVXcusip166764100) | 1.2K | QoQ NEW(+1.2K) YoY NEW(+1.2K) | All Managers (Combined) | $205.6K | 0.1% ($205.6K/$319.1M) | QoQ NEW(+$205.6K) YoY NEW(+$205.6K) |
| 16.5K | YoY NEW(+16.5K) | All Managers (Combined) | $122.7K | 0.0% ($122.7K/$319.1M) | YoY NEW(+$122.7K) | |
| 19.0K | All Managers (Combined) | $111.1K | 0.0% ($111.1K/$319.1M) |